Latest Institutional Transactions on Vaneck Morningstar Wide Moat E (MOAT)
This table provides information on the latest institutional transactions involving Vaneck Morningstar Wide Moat E (MOAT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.8K- 98.32% |
$990K - $1.06M
|
202
$17.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-849- 22.25% |
$71.3K - $76.2K
|
2.97K
$255K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-434- 9.66% |
$36.4K - $38.9K
|
4.06K
$349K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
37New |
$3.11K - $3.32K
|
37
$3.18K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
116New |
$9.74K - $10.4K
|
116
$9.96K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.61K- 69.63% |
$135K - $144K
|
700
$60.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
475New |
$39.9K - $42.6K
|
475
$40.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-18.9K- 76.93% |
$1.59M - $1.7M
|
5.67K
$487K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
31New |
$2.6K - $2.78K
|
31
$2.66K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
99New |
$8.31K - $8.88K
|
99
$8.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
304New |
$25.5K - $27.3K
|
304
$26.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.22K- 96.07% |
$103K - $110K
|
50
$4.29K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-75.3K- 88.54% |
$6.32M - $6.76M
|
9.75K
$837K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.41KNew |
$202K - $216K
|
2.41K
$207K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-210- 4.72% |
$17.6K - $18.8K
|
4.24K
$364K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
812New |
$68.2K - $72.9K
|
812
$69.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
30+ 0.23% |
$2.52K - $2.69K
|
13.3K
$1.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
28New |
$2.35K - $2.51K
|
28
$2.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-190- 2.53% |
$16K - $17K
|
7.31K
$627K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.31KNew |
$614K - $656K
|
7.31K
$627K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
124New |
$10.4K - $11.1K
|
124
$10.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 55.56% |
$21K - $22.4K
|
200
$17.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-23.4K- 79.32% |
$1.96M - $2.1M
|
6.09K
$523K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
2.39KNew |
$200K - $214K
|
2.39K
$205K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.99KNew |
$167K - $178K
|
1.99K
$171K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
356New |
$29.9K - $31.9K
|
356
$30.6K
|
|
| Q1 2024 | |||||||
|
Dec 17, 2025
Q1 2024
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
35.3K+ 1283.42% |
$2.92M - $3.17M
|
38.1K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
6.52K+ 3.13% |
$538K - $586K
|
215K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
54New |
$4.46K - $4.85K
|
54
$4.64K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.6KNew |
$1.37M - $1.49M
|
16.6K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-161- 7.45% |
$13.3K - $14.5K
|
2K
$172K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
648+ 0.8% |
$53.5K - $58.3K
|
81.2K
$6.97M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.27K- 4.12% |
$187K - $204K
|
52.7K
$4.53M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
3.63KNew |
$300K - $327K
|
3.63K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.7KNew |
$1.22M - $1.32M
|
14.7K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
119K+ 31.41% |
$9.85M - $10.7M
|
499K
$42.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
59.4K+ 128.46% |
$4.91M - $5.34M
|
106K
$9.07M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
15K+ 7.37% |
$1.24M - $1.34M
|
218K
$18.7M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-290- 51.24% |
$23.9K - $26.1K
|
276
$23.7K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-87- 7.57% |
$7.18K - $7.82K
|
1.06K
$91.2K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
272+ 0.25% |
$22.5K - $24.5K
|
107K
$9.18M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.33K+ 67.15% |
$357K - $389K
|
10.8K
$925K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
73+ 39.67% |
$6.03K - $6.56K
|
257
$22.1K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
346+ 5.7% |
$28.6K - $31.1K
|
6.41K
$550K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
11.3KNew |
$931K - $1.01M
|
11.3K
$968K
|
|
|
May 09, 2024
Q1 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-381- 7.13% |
$31.5K - $34.3K
|
4.96K
$426K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
665+ 6.45% |
$54.9K - $59.8K
|
11K
$943K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
22New |
$1.82K - $1.98K
|
22
$1.89K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.77K- 8.98% |
$146K - $159K
|
17.9K
$1.54M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.2KNew |
$99.1K - $108K
|
1.2K
$103K
|
|